Lisa Mach
Strategic Planning | Business Orchestration | Finance |Marketing | Strategy in Wealth Management & Advice Solutions
- Role
- Strategic Planning at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Strategic Planning
Sep 2023 — Present · Charlotte, NC, US
Collaboration on definition, documentation, communication, and dissemination of the short- and long-term Advice Strategic Roadmap.
Education
Central Piedmont Community College
Paralegal Diploma, Legal
2009 — 2011
UNC Charlotte Belk College of Business
BSBA, International Business and Marketing
2001 — 2006
College for Financial Planning
Chartered Retirement Plan Specialist, Retirement Plans
2014 — 2014
The University of Arizona Global Campus
Master of Science - MS, Finance
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